01 Assessment Kit
Find out where your institution stands.
The full assessment process for community banks and credit unions. The interview guide, the scoring workbook, a peer adoption snapshot, and a quick-start plan. For institutions that need to know where they stand.
$299 one-time
02 What you get
Five files, numbered for you.
- 01
Start Here
The workflow, a day-by-day plan for a two-week assessment, the participants to include by role, and the order to open each file.
- 02
AI Discovery and Readiness Interview Guide
A ten-module interview guide with interviewer instructions, stakeholder roles, listen-for callouts, follow-up prompts, and separate operations and retail routing.
- 03
AI Readiness Scoring Workbook
A scoring workbook that moves from inputs to scores to gaps to opportunities to a summary. Formula cells are protected and editable fields are clearly marked.
- 04
AI in Community Banking: Current Landscape
An eight to twelve page peer scan that answers one question. What are institutions like ours actually doing?
- 05
License
One page. One legal institution, unlimited internal users, all branches.
03 How it works
Prepare, interview, score, review, prioritize.
- Prepare. Read Start Here, pick your participants, and block two weeks.
- Interview. Run the ten modules across an operations track and a retail track.
- Score. Enter what you heard in the workbook and let the scoring do the math.
- Review. Read the maturity picture and the gaps the workbook surfaces.
- Prioritize. Rank the opportunities and decide what comes first.
Your own staff run it. No consultant, no sales call, and no institution data leaves your building.
04 See inside
Sample pages.
05 Questions
Before you buy.
How long does the assessment take?
Two to four weeks, at your own pace. You control the schedule.
Who runs it?
Your own staff. No consultant, no sales call, no vendor pitch.
Can I move up to the Board Kit later?
Yes. The Board Kit adds the output layer: a findings report, a board deck, governance starters, and more. See the Board Kit.
Governance materials are templates only, not legal, regulatory, compliance, or supervisory advice. Review them with qualified professionals before adoption.